# Brightstone Capital Management, LLC

> Brightstone Capital Management, LLC is an SEC-registered investment advisory firm in St. Clair, Port of Spain, Trinidad and Tobago, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 289405
- Filed as: BRIGHTSTONE CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St. Clair, Port of Spain, Trinidad and Tobago
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289405
- AdvisorCensus page: https://advisorcensus.com/firm/brightstone-capital-management-llc-st-clair-port-of-spain-289405

## Quick answers

**How is Brightstone Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Brightstone Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Brightstone Capital Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Brightstone Capital Management, LLC located?**
Brightstone Capital Management, LLC's principal office is in St. Clair, Port of Spain, Trinidad and Tobago, according to its Form ADV.

**Is Brightstone Capital Management, LLC registered with the SEC or a state?**
Brightstone Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 289405.

**How much does Brightstone Capital Management, LLC manage?**
Brightstone Capital Management, LLC reports $30,991,301 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Brightstone Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Brightstone Capital Management, LLC: Regulatory assets under management: $12,113,648 in the October 2021 data and $30,991,301 in the October 2026 data, up 156%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Brightstone Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (19); high net worth individuals (9); corporations or other businesses not listed above (2).

**Which custodians does Brightstone Capital Management, LLC use?**
Brightstone Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Brightstone Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/289405

**Does Brightstone Capital Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 26, 2026 says: "The minimum account size that shall be accepted by Brightstone is two hundred and fifty thousand U.S. dollars (USD $250,000)"

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Asset-based fee: 1% of assets a year

> Brightstone charges a Management Fee equal to 1.00% per annum of the Investment Account Assets net liquidation value.

- Account minimum: $250,000

> The minimum account size that shall be accepted by Brightstone is two hundred and fifty thousand U.S. dollars (USD $250,000)

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $30,991,301
- Discretionary: $30,991,301
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $1,414,374 |
| High net worth individuals | 9 | $13,863,636 |
| Banking or thrift institutions | 1 | $12,898,351 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 1 | $354,205 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $2,460,735 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $12,113,648 | 1 | March 8, 2021 |
| October 2022 | $12,783,479 | 1 | May 17, 2022 |
| October 2023 | $10,477,953 | 1 | March 22, 2023 |
| October 2024 | $12,567,533 | 1 | March 14, 2024 |
| October 2025 | $30,521,376 | 1 | March 14, 2025 |
| October 2026 | $30,991,301 | 1 | March 26, 2026 |

Regulatory assets under management: $12,113,648 in the October 2021 data and $30,991,301 in the October 2026 data, up 156%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brightstone Capital Management, LLC (CRD 289405): Form ADV filing data as of October 2026.